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Chartered Financial Planner - Inherit Client Bank; Hybrid
Job in
Manchester, Greater Manchester, M9, England, UK
Listed on 2026-08-30
Listing for:
Financial Planning Firm
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Storeton Rose Financial Planning is a Chartered financial planning firm based in Higher Bebington on the Wirral seeking an experienced Chartered Financial Planner to take on an existing portfolio of client relationships. You will inherit trusted, long-standing client relationships and be supported through a proper handover, including joint meetings in the early stages.
Your focus is to continue delivering the standard of advice and service these clients are used to, grow the value of the book
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